Solution-oriented insurance professional with over 20 years of experience working with employers on employee benefit plans and voluntary worksite programs. Develops long-term strategies to save money for employers and employees, implements administrative and technology solutions for clients creating time, cost and productivity efficiencies.

Professional Experience

BENEFIT COMMERCE GROUP, Scottsdale, AZ        2012-Present
Inc. 5000 4-Time Honoree; Healthiest Employers Since 2014; Best Places to Work 8-Time Honoree
Senior Relationship Development Manager – Part of Alera Group, this firm specializes and is a thought leader in employee benefits. Largest and most experienced benefits team in the area, providing clients with advice, advocacy and results.

• Proven record of sustainable strategies to help clients, their employees and families save money on health plans. Typical client has saved $10,000+ per employee over a 5-year period, without reducing value of benefits.
• We make life easier for our clients’ HR teams, focusing on employee communication, engagement and HR technology to help them recruit and retain productive workers.
• Hundreds of client awards for wellness and benefits in recent years, including: Healthiest Employers.
• We conduct annual Arizona Employee Benefits Benchmarking Survey.
• We are Title Sponsor of Phoenix division of Accelerent, a business development organization.

CBIZ, Phoenix, AZ        2008-2012
Benefits Consultant

• Developed and implemented risk management solutions and strategies aligned with clients’ business plans, goals and needs.
• Trained and developed agency service team.
• Implemented administrative, technology solutions and resources for clients creating time, cost and productivity efficiencies.
• Served on numerous insurance carrier broker advisory councils.

UNUM GROUP
Sales Account Executive, Phoenix & Tucson, AZ        2006-2008

• Served as sales consultant and technical expert for small and large group clients (2-2000).
• Developed highly successful sales, marketing and retention plans.

Group Sales Consultant, Los Angeles, California        2003-2006

• Active in educating and motivating sales team on group and individual worksite products.
• Increased sales by managing and building relationships with clients and associates.